Upload a document or folder
Administrators and secretaries can add folders and documents in any format by moving or uploading.
Go to Documents and select the All tab.
Drag the document or folder you want to upload to anywhere on the All tab.
You can also select Upload then select Folder or Document to select the document or folder you want to upload.
The progress is shown and you'll see a confirmation message once the upload is complete.
Select the star to set any document or folder as a favorite. It will appear on the Starred tab.
If the upload fails, you'll see a message. Try and upload again.
Once uploaded successfully, your folders and documents are available on the Documents tab and you can add them to the agenda of your meeting.
Create a folder
Go to Documents and select New folder. Or, open an existing folder to create a sub-folder.
Enter a name and select Create. The folder is created and you can now upload documents to it.
Rename a document or folder
Administrators and secretaries can rename documents and folders
Go to Documents.
Locate the folder or the document you want to rename.
On the More Options menu, select Rename.
The Rename document dialog is displayed.
In the Document's title box, change the name.
Select Save changes.
Rename attachments
You can rename documents and attachments directly within agendas, board books, and tasks.
This works across agenda editing, task attachments, and resolution docs.
Move a document
Go to Documents.
Locate the folder or the document you want to move.
On the More Options menu, select Move to. The Move to dialog is displayed.
Select the folder or subfolder to which you want to move the document and folder, and then select Move. In the window that appears, confirm the inheritance to the moved entity, and the Document or folder will be moved to the new location and a confirmation message will appear.
Delete a document or folder
Administrators and secretaries can delete documents and folders.
Once you delete a document or folder, it's removed forever. Consider downloading it first so you can upload it again later if you need to.
Go to Documents and locate the document or folder you want to delete.
On the More Options menu, select Delete.
If you delete a folder, the folder and any files within it are deleted.
3. Select Delete again to confirm. The document or folder is deleted.
Link to a document or folder
If you want to share a document or folder with multiple users, copy the link to the file and share it with them.
Go to Documents and locate the document or folder you want to copy the link for.
On the More Options menu, select Copy link.
A link to the document is copied to the clipboard. You can paste this into an email or message to share with others.